--- title: "Connect Ortto to Pointerpro - APIANT.ai" description: "When \"Fields Updated\" fires in Ortto, your agent runs \"Add contact\" in Pointerpro." canonical: "https://apiant.ai/connect/ortto-to-pointerpro" --- # Connect Ortto to Pointerpro When **Fields Updated** fires in [Ortto](https://apiant.ai/connections/ortto), your agent runs **Add contact** in [Pointerpro](https://apiant.ai/connections/pointerpro). Describe the whole flow and it is built, tested on every scenario and kept running. Ortto **4** triggers Ortto **10** actions Pointerpro **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Ortto and Pointerpro to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Ortto can start in Pointerpro - When **Fields Updated** in Ortto then **Add contact** in Pointerpro - When **New Activity Occurred** in Ortto then **Add contact list** in Pointerpro Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Ortto and Pointerpro ## Triggers and actions 4 triggers · 26 actions - Trigger **Fields Updated** Triggers when the specified field(s) of a record have been updated in your Ortto account. - Trigger **New Activity Occurred** Triggers when a new Ortto activity occurs. - Trigger **New Record Created** Triggers when a new record (contact or organization) has been added to your Ortto account. - Trigger **Tag Added/Removed** Triggers when a tag has beed added to, or removed from, a record. - Action **Add Custom Field** Create a new custom field on the person or organization schema in Ortto. - Action **Create Record** Create a new record (person, organization), or update an existing record in your Ortto account. - Action **Delete Record** Archive, restore, or permanently delete a person or organization record in Ortto. - Action **Get Record** Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for. - Action **List Activities** Retrieve the activity feed for a given contact in Ortto. - Action **Opt Out From SMS** Opt out a person from all SMS communications. - Action **Search or Create Records** Search your Ortto data for a record based on the provided field or optionally create one if none is found. - Action **Tag/Untag Records** Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name. - Action **Unsubscribe a Person** Unsubscribe a person from all emails. - Action **Update Audience Subscription** Subscribe or unsubscribe a person to/from an Ortto audience. - Action **Add contact** Creates a contact in Pointerpro, or updates the existing contact with the same email address. - Action **Add contact list** Creates a new contact list in Pointerpro. - Action **Add contacts to contact list** Adds one or more contacts to one or more Pointerpro contact lists. - Action **Add user** Creates a user in your Pointerpro team with the given name, email, role and permissions. - Action **Delete contact** Deletes a contact from your Pointerpro account. - Action **Delete contact list** Deletes a contact list from your Pointerpro account. - Action **Get contact** Returns a single contact (respondent) by its unique identifier, including name, email, language and custom fields. - Action **Get contact list** Returns a contact list's name, integration id and unique identifier. - Action **Get survey** Returns a survey (questionnaire) with its question blocks, questions, custom fields, outcomes and formulas. - Action **Get survey response** Returns a single survey response, including the respondent, each question's answer, scores and outcomes. - Action **List contacts in contact list** Returns the contacts that belong to a Pointerpro contact list. - Action **List survey responses** Returns the responses submitted to a survey, optionally limited to a date range. - Action **Send email invitation** Sends a Pointerpro survey email invitation to one or more contacts. - Action **Send report email** Emails a Pointerpro report, generated from a report template for a given survey response. - Action **Update Contact** Updates an existing Pointerpro contact's name, email, language and other details. - Action **Update contact list** Updates the name or integration ID of an existing Pointerpro contact list. ## Each app on its own - [ **Ortto** Grow your brand faster with a customer data and marketing automation platform designed for businesses who...](https://apiant.ai/connections/ortto) - [ **Pointerpro** Pointerpro is an easy-to-use tool to create fun, mobile and interactive surveys & quizzes.](https://apiant.ai/connections/pointerpro) Reviews ## What our customers say ## More from Ortto - [ **Ortto to Dribbble** Dribbble is a place to show and tell, promote, discover, and explore design.](https://apiant.ai/connect/ortto-to-dribbble) - [ **Ortto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ortto-to-salesforce) - [ **Ortto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ortto-to-slack) - [ **Ortto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ortto-to-stripe) - [ **Ortto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ortto-to-shopify) - [ **Ortto to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ortto-to-quickbooks-online) ## More into Pointerpro - [ **HubSpot to Pointerpro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pointerpro) - [ **Salesforce to Pointerpro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pointerpro) - [ **Slack to Pointerpro** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pointerpro) - [ **Google Sheets to Pointerpro** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pointerpro) - [ **Gmail to Pointerpro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pointerpro) - [ **Google Calendar to Pointerpro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pointerpro) Questions ## Ortto and Pointerpro, answered ### ### What can start an automation from Ortto? Any of Ortto's 4 triggers in the catalog, including Fields Updated, New Activity Occurred, New Record Created and Tag Added/Removed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pointerpro when something happens in Ortto? Any of Pointerpro's 16 actions, including Send email invitation, Send report email, Update Contact and Update contact list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pointerpro to Ortto? Pointerpro has no triggers in the catalog today, so automations start in Ortto. If you need the other direction, ask: your agent reads Pointerpro's API documentation and adds it. ### ### Do I have to build a connector for Ortto or Pointerpro? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Ortto and Pointerpro without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.